Semiconductor News & Analysis Feed

NVIDIA's forecast of a 70% revenue increase has stunned Wall Street, driven by strong demand for its AI chips and strategic partnerships with key players like SpaceX. Despite concerns over market bubbles and high valuations, NVIDIA's Q2 revenue of $96.2 billion and continued stock growth reflect inv

A class-action lawsuit has been filed in California against Samsung, Micron, and SK Hynix, accusing them of colluding to manipulate DRAM prices and supply since 2022, resulting in a 700% price increase for conventional DRAM. The suit alleges that the companies coordinated their production strategies

Samsung Electronics and SK Hynix, two of the world's largest memory chip manufacturers, are investing a combined $590 billion alongside the South Korean government to build a massive new manufacturing complex in response to the AI-driven shortage of memory chips. This investment is part of South Kor

Apple Inc. announced significant price hikes across its MacBook, iPad, and other product lines in June 2026, with increases reaching up to $300. CEO Tim Cook blamed memory chip suppliers for the surge in costs, citing supply shortages and escalating prices. However, Micron Technology responded by su

NVIDIA CEO Jensen Huang dismissed fears about AI replacing human jobs at Computex, emphasizing that demand for software developers is growing rather than declining. While the agentic AI market is projected to expand significantly, Huang argues that AI serves as a tool to enhance productivity rather